+417.4%
WDC vs KORU
+487.7%
-70.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +13.4% | -7.6% | +1.7% |
| 7D | +1.7% | +13.0% | -11.3% | -2.3% |
| 30D | -10.0% | +27.3% | -37.2% | -17.9% |
| 3M | -18.8% | -55.3% | +36.5% | -10.4% |
| 6M | +79.0% | +11.6% | +67.4% | +30.8% |
| YTD | +171.6% | +158.5% | +13.0% | +28.1% |
| 1Y | +417.4% | +482.2% | -64.8% | +64.7% |
| All | +417.4% | +487.7% | -70.3% | +64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KORU.
Daily Out/Under-Performance
Portfolio return minus KORU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KORU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded KORU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling